learn more about copilot cpa
Lisa Bell
CPA + small business accountant + your wing(wo)man
I am driven by the human connection. I crunch numbers, but I know there is a human side to business. My goal is to become an extension of your team and support you in ways that are meaningful.
I want to better serve you by understanding you and your business goals. I want to understand your purpose and values. Most of all, I want you to feel like I get you.
I started CoPilot CPA to create a space where I can truly connect with my clients. A place where I can help you own your accomplishments & achieve your goals.
let's connect
Traditionally, you meet with your CPA once a year at tax time. You scramble to get your financials together. You discuss events that have already happened. You sign the tax return and then they ghost you for the rest of the year.
how do i know?
I used to work at a traditional firm and grew tired of the lack of genuine connection. With client loads in the thousands, I never felt like I was providing the value our clients really needed.
We're not a typical stuffy firm that will ghost you when you have a quick question about deductions. When you sign on as a client, be ready for great communication and a fantastic client experience.
The sad reality is, most CPA firms don’t provide high value service to small businesses because they can’t afford it. So, we have one big mission. Helping small business owners feel confident around their finances and taxes, while removing the stress that comes with both.
Our services are perfect for business owners who are tired of spending hours on Google figuring out how to be a bookkeeper and file your tax return.
we copilot well with
Click each to learn more
this is me
US Based Service Businesses
US Based Service Businesses
From a one-person team to bigger companies. If you aren’t a business owner, CoPilot CPA is not the firm for you.
this is me
THE GO GETTERS AND FORWARD PLANNERS
THE GO GETTERS AND FORWARD PLANNERS
The goal is to strategize your finances so you can save money on your taxes next year. Clients have to be ready and willing to invest in our services this year to make that happen.
this is me
the tech savvy
THE TECH SAVVY
CoPilot CPA is fully digital. This means you have to be comfortable with virtual communication and document sharing via the client portal.
Smalls & Co.
“When I started my business I thought I could do it all. I love numbers. Hiring Lisa to handle all of my accounting has been the best money I have spent on my business. She is smart, quick, and has saved me money.”
Authentic Design Studio
“Highly recommend to any business owner that wants to have peace of mind when tax time comes around. Lisa has been a dream!”
“This is no traditional CPA service; Lisa helps you in any way she can. If you’re a small business owner, I can’t stress enough how important it is to keep the money you make and that’s exactly what she did. She saved us tens of thousands of dollars that we were literally just throwing away. We cannot thank you enough. It’s been amazing.”